Financial Planning Manager - San Diego, CA (Hybrid)

Job description

Job DetailsLevel: ManagementJob Location: San Diego CA - San Diego, CA 92122Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $105,000.00 - $137,500.00 SalaryTravel Percentage: Up to 25%Job Shift: DayJob Category: Financial PlanningEP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion as of March 31, 2026, serving predominately high net worth individuals. EPWA fosters an inclusive environment that offers opportunities for our associates to learn, grow and enhance their skills to take on new challenges to progress in their professional careers. The Financial Planning Manager is responsible for managing and developing financial planners within the region, collaborating closely with advisors to create tailored financial plans for high-net-worth clients. This position focuses on overseeing team workflows, training and developing staff, and ensuring the timely delivery of high-quality financial plans. The Financial Planning Manager will work within a regionally-based team to deliver personalized financial services, fostering a collaborative and client-focused culture aligned with the firm’s core values: Integrity, Entrepreneurial Spirit...